Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Unanswered

Include invoice with a collection letter

(0) ShareShare
ReportReport
Posted on by 158

Hi,

My organisation's policy is to include the outstanding invoices along with collection / dunning letters. Is it possible to include the invoice when creating the letter somehow? I know currently by default it includes a summary of date, due date, description, balance etc.

Thanks

  • MBates237 Profile Picture
    MBates237 158 on at
    RE: Include invoice with a collection letter

    As I expected, thanks for your response.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,074 Super User 2025 Season 1 on at
    RE: Include invoice with a collection letter

    Hi MBates237,

    Including the earlier printed or sent invoices would require a customization.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,074 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,900 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans